Our Process
Designing a Financial Plan Tailored to Your Goals and Needs
Discovery Meeting
Our first meeting lays the cornerstone of our partnership. We listen, learn about your objectives, and share our philosophy. It’s the first step toward framing your financial future.
Plan Proposal
We present a detailed financial proposal tailored to your goals. This includes a roadmap of the services we’ll provide and the total fee. Here, we set expectations and outline the path ahead.
Strategy Development
Welcome to the Frame Wealth family! This is where we set up your personal financial website, complete all the paperwork, and get you comfortable with our tools and resources.
Plan Delivery & Strategy Deployment Session
We present your custom financial plan and action items. Once you’re happy with what you see, we collaborate with you and your other professionals to set the wheels in motion.
Proactive Plan Maintenance
Financial planning is not a one-off task; it’s a journey. We continually review your progress and update the plan to reflect any changes in your financial or personal life.
You have a choice to implement the recommendations in your financial plan on your own, with your Financial Planner or though another financial services professional. If you choose to implement your plan with your Financial Planner, he or she may sell other services and products to you in his or her capacities as (i) an investment adviser representative (“Advisory Representative”), (ii) registered representative of Pruco Securities, LLC, and/or (iii) a licensed insurance agent of Prudential (collectively “Prudential Representative”.)
Looking for a Personal CFO?
Get a dedicated team that frames your financial future with clarity, ingenuity, and strategic advice.
